JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.78B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$123M
3
+$108M
4
OEF icon
iShares S&P 100 ETF
OEF
+$105M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$48.6M

Top Sells

1
+$16.7M
2
+$8.76M
3
+$6.43M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$6.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.54M

Sector Composition

1 Technology 12.92%
2 Financials 11.4%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.79M 0.06%
+74,894
252
$4.75M 0.06%
54,892
+3,404
253
$4.73M 0.06%
85,387
+41,651
254
$4.71M 0.06%
42,614
-1,788
255
$4.68M 0.06%
61,513
+19,620
256
$4.55M 0.06%
22
+7
257
$4.55M 0.06%
46,040
+198
258
$4.48M 0.06%
+76,058
259
$4.47M 0.06%
44,112
+10,182
260
$4.47M 0.06%
3,817
+3,313
261
$4.47M 0.06%
160,560
262
$4.43M 0.06%
62,076
-12,449
263
$4.4M 0.06%
94,978
-19,658
264
$4.33M 0.06%
604
-656
265
$4.24M 0.05%
96,529
-108,188
266
$4.23M 0.05%
32,770
+7,602
267
$4.2M 0.05%
52,039
+27,132
268
$4.19M 0.05%
40,598
+473
269
$4.14M 0.05%
205,340
+3,486
270
$4.14M 0.05%
+68,788
271
$4.07M 0.05%
44,159
+6,160
272
$4.06M 0.05%
41,419
+1,864
273
$4.04M 0.05%
71,642
+39,256
274
$4M 0.05%
+62,094
275
$3.95M 0.05%
89,872
+82,940
9 10
11
12 13